Amy is the Development Coordinator for The Visionary Group. She is responsible for advancing the workflow of Visionary’s mergers and acquisition group. In this role, she also interacts with the State CPA Societies managing the speaking and consulting Visionary conducts on-site and in webinars throughout the year.
One of her primary areas of focus is developing the central reference database by researching different firms and accounting associations nationwide. She conducts internal support for Visionary’s consultants and assists with the process of fulfilling client engagements.
Amy holds a bachelor’s degree from The University of Iowa. Before joining Visionary, she worked in the service industry analyzing databases, providing audience management, conducting digital marketing, and facilitating the client experience.